Do you support deployment in the Sandbox?
Yes, you can have a fully-functional free trial to test if PandaDoc meets your business needs without connecting PandaDoc to your live Salesforce instance.
Accelerate revenue growth with PandaDoc and Salesforce integration
Boost Salesforce’s ROI by integrating PandaDoc’s features for document generation, end-to-end quoting, and signing. Provide your potential clients with prompt, flawless, and comprehensible quotes, all from within Salesforce.
Close deals even faster using the PandaDoc and Salesforce integration
Win more without adding busywork
Create, send, and track documents right from Salesforce, saving time and reducing manual data entry, with 2-way sync.
Stand out from the crowd with custom quotes
Set yourself apart from your competitors with custom quotes that are tailored to each customer and reflect your brand’s unique identity.
Extend the ROI of Salesforce with PandaDoc
Speed up sales with a single tool for document creation, contract management, and signatures, managing the entire quote-to-cash process in one platform.
Create a PandaDoc document inside the Salesforce
Leverage the power of PandaDoc seamlessly within your Salesforce interface. Simplify document creation, tracking, and eSigning in Salesforce. Automate tasks and establish an efficient end-to-end workflow.
Map variables and products seamlessly
Effortlessly tailor proposals, contracts, and quotes by syncing Salesforce and PandaDoc data, regardless of where changes are made. Choose your preferred platform to update data without switching.
Track document statuses and progress
PandaDoc’s real-time document status updates in Salesforce provide you with valuable insights on prospect engagement. Stay informed about who is interacting with your documents and when.
“Being able to send a customer a complex proposal or quote in minutes versus hours or days after speaking with them has dramatically impacted our success, and impressed our prospects. Ultimately, PandaDoc has given us the ability to focus on actually scoping the work rather than just creating the document.“
Jocelyn Fennelwald,
COO & Co-Founder, OpMentors
Frequently asked questions
Where do I learn more about how to configure the Salesforce integration?
If you’re interested in using the PandaDoc Salesforce integration to benefit your business, it’s quick and easy to do so without requiring the help of a coding professional.
To find info about how to get set up, you can read all the necessary information on how to configure the app in our handy help article. By clicking the link for the help article, you’ll also find a demo video to introduce you to the app.
How can I customize the Salesforce integration?
Leverage the PandaDoc API for deeper customization of your Salesforce CRM integration. Customize the PandaDoc Salesforce integration through the use of numerous customizable templates that are easy for everyone to use, regardless of their role in your company.
You can also customize the fields in your documents to best suit your needs on a case-by-case basis. There’s no need to worry if you’re not a coding pro because all the hard work has already been done for you, allowing a quick and easy installation and customization process.
Benefits of PandaDoc Salesforce integration include fast document creation time, the ability to view real-time document analytics, and a reduction in average payment times.